DH
CFP

Dusty Hoetger

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$356.1M

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$1,000

Avisen Advisors offers financial planning services on an hourly consulting fee basis or a project-based fixed fee basis, or it may be included as part of the fee paid for investment management services. Fees may be negotiated based on a client's asset levels, service requirements or other factors in the Firm’s sole discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation Planning
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Advisor Information

Office location

3620 American River Drive, Suite 145, Sacramento, CA, 95864

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dusty works for Avisen Advisors LLC as a Registered Investment Advisor, dedicating a significant amount of time during business hours. Dusty also volunteers with VITA/TCE, providing tax preparation assistance, and with the Foundation for Financial Planning, offering pro bono financial planning advice.

Employment History
Current Registrations
Avisen Advisors, LLC
July 2011 - Present · 14 yrs 6 mos
Avisen Wealth Management, INC.Broker
December 2005 - Present · 20 yrs 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Dusty Hoetger - Financial Advisor | AdvisorDiscover